Retirement Income Strategies hosted by Author and Actuary Peter Neuwirth

Most Recent Podcast

January 1 2025

A Note from Actuary and Author Peter Neuwirth, FSA, FCA, host, “Retirement Income Strategies” show — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? In the fall of 2023, we launched Season 2, where we focus on the power of the Sharing Economy.

Meet the month’s guest: Michael Edesses

Our topic: Understanding Crypto

About our guest:

About Peter Neuwirth, FSA, FCA: Pete is an actuary specializing in retirement plan issues. He is a 1979 graduate of Harvard College with a BA in Mathematics and Linguistics. After leaving Harvard, he went to work at Connecticut General Life Insurance, now CIGNA, and for the next 38 years, he worked continuously as an actuary holding significant leadership positions at a variety of firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson). He spent 5 years as a chief actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney), and one year in a large accounting firm (Price Waterhouse). At the end of 2016, he retired from Towers Watson to focus on writing and researching financial wellness issues.

Pete continues researching various financial wellness issues, including using home equity to generate retirement income. In 2018 he taught a graduate seminar on this subject for the actuarial science department at the University of California at Santa Barbara. He is currently associated with the Academy for Home Equity in Financial Planning at the University of Illinois.

In addition to his books “Money Mountaineering” and “What’s Your Future Worth?”, his research has been published in professional journals, including the Journal of Deferred Compensation, Contingencies, and Journal of Financial Planning. His articles have also been published in numerous online actuarial web publications. He is a frequent speaker at professional conferences such as the Conference of Consulting Actuaries, Enrolled Actuaries, and Western Pension and Benefits Conference. He is a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries.

Click here to learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com • Listen to our podcasts on PeterNeuwirthRadio.com • Watch all of our episodes: www.PeterNeuwirth.tv

Current Number of Episodes: 14

Since graduating from Harvard with a degree in mathematics and linguistics in 1979, Peter Neuwirth, FSA, FCA has held actuary leadership positions at consulting firms including Aon, Hewitt Associates, Watson Wyatt Towers, Perrin, and Towers Watson. He also ran the actuarial firm Coates Kenney and spent a year at Price Waterhouse.

Currently a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries, Pete regularly consults with the largest corporations in the world about their retirement plans with a focus on time risk and money.

“These fundamental concepts shape our world,” explains Pete, a sought-after speaker for professional conferences and frequently quoted in national mainstream and trade publications.

After being asked too many times: “What is an actuary, exactly?” Pete has written two books in response and also explains: How does an actuary think, and why does it matter?

His first book, What’s Your Future Worth, is an accessible step-by-step guide to using the powerful concept of Present Value. Pete explains, “My goal is to help readers determine the value today of something that might happen in the future and evaluate outcomes that might arise from choosing one path instead of another.”

In his newest book, Money Mountaineering, Pete shares his views on the challenges we face to survive and thrive in a complex, uncertain, noisy and sometimes irrational wilderness. “I hope to help readers better understand the financial world they must live in and what they must do to make their way through it,” Pete shares.

Pete is also a senior consulting actuary for CapAcuity, a member of the University of Illinois Academy for Home Equity in Financial Planning, and the outside director at Rael & Letson. He is a longtime resident of Northern CA. Learn more at www.peterneuwirth.com.

Previous Episodes
Wednesday, May 1st, 2024

Ep12: Retirement Income Strategies — Meet Mendel Melzer, Chief Investment Officer of CapAcuity on this month’s episode of Peter Neuwirth’s Retirement Income Strategies Show

A Note from Actuary and Author Peter Neuwirth, FSA, FCA, host, “Retirement Income Strategies” show — I invite you to tune in for this week’s episode of my podcast and video show, where for 30 minutes, financial experts help us answer questions about the retirement income strategies that will work best for you. Meet the month’s guest: Mendel Melzer, Chief Investment Officer, CapAcuity Pete will ask Mendel: Do you think an individual’s investment strategy should differ during the retirement/decumulation period vs. beforeClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep12: Retirement Income Strategies — Meet Mendel Melzer, Chief Investment Officer of CapAcuity on this month's episode of Peter Neuwirth's Retirement Income Strategies Show
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Friday, December 15th, 2023

Ep11: Retirement Income Strategies — Michael Edesess, author of “The Big Investment Lie,” and “The 3 Simple Rules of Investing”

November-December 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA, host, “Money Mountaineering: The Sharing Economy” — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? In the fall of 2023, we launched Season 2, where we focus on the power of the Sharing Economy. Meet the month’s guest: Michael Edesess, accomplished mathematician and economist andClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep11: Retirement Income Strategies — Michael Edesess, author of "The Big Investment Lie," and "The 3 Simple Rules of Investing"
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Wednesday, June 28th, 2023

Ep10: Retirement Income Strategies — Meet Russ Proctor, AVP and Managing Director of Pensions at Pacific Life Insurance Company

July 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Russ Proctor, AVP and Managing Director of Pensions at Pacific Life Insurance Company Today’s topic: Shaping the Future of Retirement Income Solutions Pete and Russ discuss:  How have retirement income sources changed forClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep10: Retirement Income Strategies — Meet Russ Proctor, AVP and Managing Director of Pensions at Pacific Life Insurance Company
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Thursday, June 1st, 2023

Ep9: Retirement Income Strategies — Meet actuary Ken Steiner, author of the website, “How Much Can I Afford to Spend in Retirement?”

June 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Actuary Ken Steiner Today’s topic: How Much Can I Afford to Spend in Retirement? Pete and Ken discuss: What are the basic actuarial and financial economics principles and processes to help retired andClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep9: Retirement Income Strategies — Meet actuary Ken Steiner, author of the website, "How Much Can I Afford to Spend in Retirement?"
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Monday, May 1st, 2023

Ep8: Retirement Income Strategies — Meet critical-thinking experts Leland Faust and Richard Conn Jr., founders, Agents for Critical Thinking

May 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guests: Leland Faust and Richard Conn, Jr., co-founders of Agents for Critical-Thinking Today’s topic: How to Become an Agent for Critical Thinking Pete asks:  What is “critical thinking”? How does it differ from “wishfulClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep8: Retirement Income Strategies — Meet critical-thinking experts Leland Faust and Richard Conn Jr., founders, Agents for Critical Thinking
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Saturday, April 1st, 2023

Ep7: Retirement Income Strategies — Meet bestselling author Annie Duke taking about her new book, “Quit”

April 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Bestselling Author Annie Duke Today’s topic: When to hold ‘em and when to fold ‘em Pete says: QUIT, by Annie Duke, is an extraordinary book by an extraordinarily practical author who thinks like anClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep7: Retirement Income Strategies — Meet bestselling author Annie Duke taking about her new book, "Quit"
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Tuesday, February 28th, 2023

Ep6: Retirement Income Strategies — Learn how financial planners manage your money with Marguerita Cheng, CFP® Pro

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Marguerita Cheng, CFP® Pro Today’s topic: The journey to becoming a financial planner — Diary of a CFP® Pro Petes asks Marguerita: Why did you become interested in retirement income planning? Tell us about your newClick here to listen to the podcast!

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Ep6: Retirement Income Strategies — Learn how financial planners manage your money with Marguerita Cheng, CFP® Pro
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Tuesday, January 31st, 2023

Ep5: Retirement Income Strategies — Meet Steve Vernon, F.S.A., president of Rest-of-Life Communications

A Note from Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Steve Vernon, FSA, president of Rest-of-Life Communications Pete asks: Exactly what is longevity risk, and how can people prepare themselves for a long retirement? In managing their assets, how can retirees protect themselves against the possibility of diminished capacity dueClick here to listen to the podcast!

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep5: Retirement Income Strategies — Meet Steve Vernon, F.S.A., president of Rest-of-Life Communications
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